Recently, I saw a tableau workbook with all filters in one dashboard. Simply it acts as a master filter for all the dashboards. How to create such a dashboard with global filter alone in one place without any graphs?
On any of the worksheets you have on the dashboard, click the Options button. In the dropdown menu, one option will say Filter. That opens a submenu of all possible filter dimensions and measures. Choose one and it will create the filter on the dashboard itself. And as #Silva said, make sure to set it to Apply to All Worksheets.
Click on the sheet in the dashboard
In the upper right of the layout container, there is an arrow, a funnel, and a "x".
Select the arrow.
Hover over Filters.
Select which filter should be added to the dashboard.
Video from Tableau available at http://kb.tableau.com/articles/howto/adding-filters-to-dashboards.
Related
how do I hide the little drop-down menus on a Tableau worksheet used as a button....
See picture...
Everything is working perfectly in Tableau Desktop, but in Reader I get these drop-downs that I don't want the user to see or have to be bothered by?
The buttons don't show this if i a browsing through them in Desktop--only in Tableau Reader.
Are you able to see the picture? Let me know, if not.
Thanks.
Those controls should go away when the dashboard is put into presentation mode by clicking this icon.
Does anyone know if there's a possibility to create a form where users can select multiple checkbox options instead of just one? I need users to be able to check multiple boxes. Any help for a newbie would be greatly appreciated.
I know I'm late, but if you're using Wix Forms, you can click on the form, click the plus sign, then click "Selection" in the left column, then click "Multi Checkbox Field" to get checkboxes where users can select more than one. Right now you're probably using Radio Buttons, which are often used as the default in most form templates but only allow for one box to be selected.
I have 4 sheets that are put up in the tableau dashboard.
Sheet 1: Total no. Of user IDs (population). Text
Sheet 2: total user ids based on selection in sheet 3 and sheet 4.
Sheet 3 & 4: Bar graph of user ids based on company and vendor. Both the sheets are "use as filter"
Sheet 1 has to be static in the dashboard whether we select any filter or when we select any bar on sheet 3 and 4.
Now the issue is when I select any bar on the sheet 3 and 4 both sheet 1 and 2 shows same count.
I have removed all filters from population sheet.
I tried to even ignore action in sheet1, it's still not working
What I want now is what ever the selection is , sheet 1 in the dashboard should be static. Please help.
Regards, Sajan
Try this;
Check the filters on all the sheets to see if they are set to filter the Data Source, set them, to your preferences.
If you can (watch out for sensitive data) upload your sheet to Tableau public, it'll be easier to find your bottleneck.
What's happening is called an automatically generated action. When you click "use as filter" on a sheet on your dashboard, you're creating an action that affects all other items on that dashboard. Go to the Dashboard, then click on the dashboard menu at the top of the screen, then click "Actions..."
You should see the filter that you created there. Select the action, then click "edit".
You should now see something similar to the below picture. What you need to do for each action (you should have two, one from each sheet that is being used as a filter) is uncheck the static sheet on the list of Target Sheets on the bottom half of the Edit Filter Action dialogue box.
This will prevent anything happening to the static sheet (in this case, "Count of Employee Transactions") when you click on the sheets being used as filters.
I have three sheets in Tableau. Sheet1 is a master sheet on which I want to make filtering. My idea is that if user will click on the value there, data with additional info for corresponding account will show up.
I have created two Action filters - one connecting Sheet1 to Sheet2 and the second one to connect Sheet1 to Sheet3. This approach works - when I click on the value in my master sheet, Tableau jumps to Sheet2 where I see the data for this account, also, when I manually go to Sheet3 data there is correctly filtered as well.
The problem starts when I create a Dashboard consisting of those three sheets. I want users to be able to click on the value in master sheet and see additional info from other two sheets in one view. For some reason, when add all three sheets into the Dash, only Sheet2 responds to clicks from Sheet1. Sheet3 remains unchanged.
Do you know what could be the reason that this stops working when all sheets are in the same Dashboard and works otherwise?
Thank you!
Are you using the same fields to filter across the views? If yes, you can add one dashboard action to filter from Sheet 1 to Sheet 2 & Sheet 3.
FYI...dashboard actions are different that worksheet actions. Make sure you add the actions on the dashboard using: Dashboard -> Actions.
Setup:
I know how to navigate to a hidden sheet from a dashboard and select "Unhide Sheet" by right-clicking on the temporarily revealed sheet's tab. The online documentation from Tableau's website is clear enough.
Question:
However, how can I unhide the sheet if it isn't a part of a dashboard? Put another way, how can I navigate to a hidden sheet if it was hidden before it was added to a dashboard?
Tableau will not allow you to hide a sheet if it is not a part of at least one dashboard. Looking at your dashboard tabs, it may not be immediately clear where the sheet is, but it is there.
You may need to look at the list of sheets in the Dashboard Side Bar for each dashboard, one-by-one, until you find the sheet in question. If the Dashboard Sidebar is not showing, or if you're not certain what it looks like, click "Window" at the top of your Desktop Edition and see to it that "Show Side Bar" has a checkmark next to it.
It is not possible to remove a sheet from a dashboard without unhiding it, or deleting it:
And, the option to hide a sheet which is not part of a dashboard is not available.
By using the tabs in the top right of Tableau Desktop, it may be more easy to identify the sheet which is thought to be hidden